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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Fort Baker Capital Management
Larkspur,
California
| $373M | +$14.2M | +4% | 3.28% | 46.3% | 129 | 61.24% | 0.3 |
|
| 3327 |
3327
Inlet Private Wealth
Jupiter,
Florida
| $373M | -$8.33M | -2% | 2.42% | 111% | 136 | 7.35% | 2.1 |
|
| 3328 |
VM
3328
Venator Management
Pittsburgh,
Pennsylvania
| $373M | +$4.01M | +1% | 1.47% | 101% | 29 | 13.79% | 0.7 |
|
| 3329 |
3329
Goldstein Munger & Associates
San Ramon,
California
| $373M | -$6.43M | -2% | 1.53% | 11.9% | 34 | 5.88% | 5.7 |
|
| 3330 |
3330
White Lighthouse Investment Management
Bedford,
Massachusetts
| $373M | +$7.71M | +2% | 0.57% | 62% | 124 | 9.68% | 2.8 |
|
| 3331 |
3331
Stelac Advisory Services
New York
| $373M | -$65.5M | -15% | 0.82% | 84.9% | 294 | 29.93% | 1.9 |
|
| 3332 |
3332
TAP Consulting
Kirkwood,
Missouri
| $372M | +$16.2M | +5% | 0.29% | 3.08% | 144 | 12.5% | 1.5 |
|
| 3333 |
3333
Qtron Investments
Boston,
Massachusetts
| $372M | -$23M | -6% | 2.2% | 140% | 402 | 42.29% | 1.1 |
|
| 3334 |
3334
Schnieders Capital Management
Pasadena,
California
| $372M | +$4.39M | +1% | 0.18% | 103% | 194 | 5.67% | 4.4 |
|
| 3335 |
GTCM
3335
Gyon Technologies Capital Management
Denville,
New Jersey
| $371M | +$65.9M | +22% | 1.76% | 42.2% | 522 | 65.33% | 0.3 |
|
| 3336 |
3336
SkyOak Wealth
Southfield,
Michigan
| $371M | -$2.59M | -0.7% | 1.89% | 80.7% | 260 | 20% | 1.3 |
|
| 3337 |
3337
Old Second National Bank of Aurora
Aurora,
Illinois
| $371M | +$6.54M | +2% | 0.99% | 93.7% | 414 | 22.46% | 4 |
|
| 3338 |
3338
Mass General Brigham
Somerville,
Massachusetts
| $371M | -$39.3M | -10% | 1.01% | – | 12 | 66.67% | 0.5 |
|
| 3339 |
3339
Capital Advantage
Walnut Creek,
California
| $370M | -$11.3M | -3% | 0.95% | 49.2% | 50 | 16% | 3.8 |
|
| 3340 |
TM
3340
Tikvah Management
Charlotte,
North Carolina
| $370M | +$7.59M | +2% | 4.85% | 169% | 21 | 14.29% | 3.3 |
|
| 3341 |
3341
Shah Capital Management
Raleigh,
North Carolina
| $370M | +$15.8M | +4% | 1.27% | 287% | 9 | 11.11% | 3.8 |
|
| 3342 |
IP
3342
Indigo Partners
Phoenix,
Arizona
| $369M | +$44M | +14% | 13.5% | 2.56% | 1 | 0% | 0.8 |
|
| 3343 |
3343
Valicenti Advisory Services
Elmira,
New York
| $369M | +$7.27M | +2% | 0.32% | 134% | 82 | 8.54% | 4.3 |
|
| 3344 |
3344
Iron Gate Global Advisors
Nsl,
Utah
| $369M | +$9.9M | +3% | 1% | 106% | 128 | 25.78% | 1.5 |
|
| 3345 |
EGA
3345
E&G Advisors
Houston,
Texas
| $369M | +$311K | +0.1% | 0.66% | 97.7% | 206 | 100% | 0 |
|
| 3346 |
3346
Lafayette Investments
Ashton,
Maryland
| $368M | +$1.41M | +0.4% | 0.92% | 77.9% | 127 | 3.94% | 3.1 |
|
| 3347 |
IP
3347
Isomer Partners
New York
| $368M | +$31.2M | +9% | 4.96% | 57.2% | 30 | 50% | 0.5 |
|
| 3348 |
3348
High Falls Advisors
Rochester,
New York
| $368M | -$3.56M | -1% | 0.59% | 56.9% | 130 | 19.23% | 1.8 |
|
| 3349 |
3349
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $368M | +$14.6M | +4% | 0.38% | 103% | 51 | 1.96% | 2.9 |
|
| 3350 |
PRC
3350
Pearl River Capital
Niles,
Michigan
| $368M | +$4.75M | +1% | 3.67% | 20.3% | 600 | 69% | 0.2 |
|